One home for every customer meeting

Agendas, transcripts, decisions, and follow-ups live in the project, shared with your customer. Everyone knows what was said and what happens next.
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LaunchAIAI Client Meeting Management
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Every meeting & decision accounted for

More productive calls

Prerequisites get done before the call and agendas are set in advance, so the meeting is spent on decisions, not recapping what you already emailed.

Faster follow-up

Drop in the transcript and LaunchBay writes the summary, pulls out action items by attendee, and creates follow-up tasks assigned to the right person with full context.

Integrates with your tools

Create meetings in LaunchBay the moment they're booked in HubSpot or Calendly, then pull transcripts in automatically from Fathom, Sybill, or whatever transcription tool you use.

Turn customer meetings into finished work

Kickoff calls without the scramble

List prerequisites ahead of time, attach them to tasks, and set due dates. LaunchBay follows up automatically, so customers arrive with what you need and the call starts on time.

A calendar view for both sides

Your team gets a full calendar of every meeting across all your projects. In their portal, customers see only the meetings related to their projects, with agenda items laid out ahead of each call.

AI summaries keep clients and your team aligned

Add the transcript (or send it via Zapier) and LaunchBay logs the agreed action items and decisions. Share the summary to the portal so customers have a clear record of what was agreed. The transcript and your internal notes are never shared.

Meetings end. Work starts. No follow-up required.

Action items from AI summaries become tasks, assigned to the right customer or team member with full context. Mark a meeting completed and it can activate the next stage of the project on its own.

Ask LaunchAI what you missed

Ask LaunchAI Chat to review meeting transcripts, notes, and follow-ups, log decisions, and surface follow-up tasks that never got created. Available natively in LaunchBay, or through the MCP Connector for Claude, ChatGPT, and more.

Take command of every customer onboarding.

One platform to run, monitor, and unblock every customer onboarding.

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Keep exploring LaunchBay's features

Client Portals

Give every customer a branded, loginless workspace for onboarding. No account, no password, just a single hub for tasks, status updates, and communication.

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Project Templates

Build your onboarding once, run it every time. Reusable templates for projects, documents, forms, and tasks keep your team's best work consistent.

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Reporting & Visibility

Reporting built for what onboarding and implementation teams actually need to know: which accounts are on track, which are behind, and what's holding each one up.

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Frequently Asked Questions (FAQs)

How does LaunchBay handle meeting follow-up?
Add your transcript and LaunchBay writes the summary, pulls out action items by attendee, and turns them into follow-up tasks with one click. Each task lands on the project's tasks page and in the customer's portal with the full context of what was discussed.
Can customers see meetings in their portal?
Yes. Customers see scheduled and completed meetings, the calendar view, and any agenda items or summaries you've shared, all without logging in. Internal notes are never visible to customers, and every meeting has its own share controls.
Does LaunchBay work with my scheduling and transcription tools?
Yes. LaunchBay connects to the tools you already use through native integrations, dedicated Zapier actions, and an MCP Connector for Claude and ChatGPT. Create a meeting the moment one is booked in Calendly, HubSpot, or Google Calendar, and pull transcripts in automatically from Fathom, Otter.ai, Gong, Avoma, or Sybill.
Can a meeting trigger the next phase of a project?
Yes. Attach a workflow to any meeting and LaunchBay acts when it reaches a set status. It activates a stage, activates a task, or tags the project, so a kickoff or handoff call moves the work forward on its own.
How do AI meeting summaries work?
After a meeting, mark it Completed and paste in your transcript. Turn on Summarize with AI and LaunchBay generates a structured recap in the Summary section. You can edit it, write your own instead, or toggle it visible in the client portal so clients have a clear record of what was discussed and agreed.
Do I have to write the meeting details myself?
No. Click Create with AI, describe the meeting in plain language, and LaunchBay fills in the details for you. You can also build a structured agenda with line items, assign each one to a team member or customer, and toggle the agenda on or off for the portal.

Take command of every customer onboarding.

One platform to run, monitor, and manage every customer onboarding, with full visibility into every account.

Ready to stop wondering where things stand?

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